Messages fromOur Founder


Stay up-to-date on the latest financial information.

Message from Our Founder

November 15, 2024

Message from the Founder: Market turns downward and Long-Term Impact of the Election!

Message from Our Founder

November 8, 2024

Message from the Founder: Market is up way up! Interest rates down some more and the Election is over! What does it all mean?

Message from Our Founder

November 1, 2024

Message from the Founder: Elections shouldn’t change your long term plans!

Message from Our Founder

October 25, 2024

Message from the Founder: December 13th Save the Date! Six week win streak is over.

Message from Our Founder

October 22, 2024

Bonus Message from the Founder! SAFE option to get more out of your cash! It won’t last forever!

Message from Our Founder

October 18, 2024

Message from the Founder: Fall Festival was incredible! Market keeps climbing and we might be calling you!

Message from Our Founder

October 11, 2024

Message from the Founder: Another Market High! 3 Alternatives to cash as interest rates go down!

Message from Our Founder

October 4, 2024

Message from the Founder: Help us Help Western NC!

Message from Our Founder

September 27, 2024

Message from the Founder: Markets continue to climb! Get ready for fall festival:)

Message from Our Founder

September 20, 2024

Message from the Founder: LOTS of birthdays and what really causes inflation

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 919.852.1215.